Moneyfarm’s new service, Guidance+, is designed to help you evaluate the best investment strategy for you to reach your financial goals and plan for retirement. You’ll be guided by a qualified Investment Consultant using professional tools and our investment expertise.
Investments can go down in value as well as up, and you may get back less than you put in.
Planning for a long-term financial goal, whether it's retirement, buying a new house, or paying school fees, is something that you carefully plan for, and the earlier you start - the better. And when you’re planning, it’s important to consider all the factors involved and get expert support so you don’t make costly mistakes.
At Moneyfarm, we constantly seek new ways to support our clients in making informed decisions about their money and building wealth. So we’re proud to introduce Guidance+, a new service designed to provide support, without offering regulated financial advice, tailored to your unique needs. It helps you evaluate the best investment strategy for you using professional tools, guided by a qualified (CISI* Level 4) Investment Consultant.
*Chartered Institute for Securities & Investment
Planning your financial journey isn’t always straightforward. How much should you invest? When’s the right time to start? Which products are best for you? And what about tax implications?
Guidance+ is designed to simplify the planning process and give you clarity when making decisions about your money. It’s about giving you the tools and tailored support you need to make confident decisions for yourself. You’ll receive insights and evaluations to suit your unique goals and circumstances.
We’re here to help you assess your current approach, explore new strategies, and ensure your investments are aligned with your financial goals, by going through each of these steps in detail:
Planning for your retirement can seem daunting or complex, but with the right support you can create a plan that will help you:
At Moneyfarm, we believe planning for retirement deserves thoughtful consideration and we want to help our clients make informed decisions, minimising the stress and uncertainty that often accompanies retirement planning.
Our new service, Guidance+, will do all the hard work for you and compare all the varied components that go into successful retirement planning.
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For a simple, one-off fee of £200 (plus VAT), you could gain the confidence and clarity to ensure your investment strategy aligns perfectly with your unique financial goals and aspirations.
No recurring costs, no hidden charges - just a one-off charge for your financial future. Whether you're planning for retirement, saving for a major milestone, or seeking to grow your wealth, Guidance+ gives you access to expert tools and tailored support, ensuring your investments are optimised for success.
With Guidance+, you’re not just paying for expert help, you’ll also gain peace of mind, knowing your financial decisions are backed by professional expertise and designed to support your long-term financial goals.
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By making an investment, your capital is at risk. The value of your Moneyfarm investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Moneyfarm Stocks and Shares ISA and a Moneyfarm Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.
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Registered office: 90-92 Pentonville Road, London N1 9HS | Registered in England and Wales Company No. 09088155 | Telephone number: +44 (0)20 3745 6991 | VAT No. 467458154
Moneyfarm is a trading name of MFM Investment Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number: 629539)
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Authorised and regulated by the Financial Conduct Authority as an Investment Advisor and Investment Management Company - Authorisation no. 629539
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